Rialto Wealth Management’s Liberty Energy LBRT Stock Holding History

Rialto Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49K	Buy	57 +36	+171%	+$1.08K	﹤0.01%	1213
2026 Q1	$605	Buy	21 +1	+5%	+$25	﹤0.01%	1284
2025 Q4	$370	Buy	20 +13	+186%	+$217	﹤0.01%	1379
2025 Q3	$87	Hold	7	–	–	﹤0.01%	1634
2025 Q2	$81	Sell	7 -28	-80%	-$339	﹤0.01%	1563
2025 Q1	$555	Buy	+35	New	+$628	﹤0.01%	756

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Rialto Wealth Management's LBRT Position: Q2 2026 in Review

Rialto Wealth Management increased its Liberty Energy (LBRT) stake by 171% in Q2 2026, buying an estimated $1.08K and bringing the position to 57 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Rialto Wealth Management first reported a position in LBRT in Q1 2025 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

Rialto Wealth Management held 57 shares of Liberty Energy worth $1.49K as of Q2 2026.
Rialto Wealth Management bought 36 Liberty Energy shares in Q2 2026, an estimated $1.08K.
Liberty Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1213 holding.
Rialto Wealth Management first reported a position in Liberty Energy in Q1 2025 and has held it in 6 quarters since.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.